After filing a lawsuit against the largest cryptocurrency trading platform in the United States this week, the chairman of the SEC and the CEO of Coinbase engaged in a war of words through the media. Coinbase insisted that the regulatory rules were unclear and that the company would not lose the lawsuit. Meanwhile, Binance, which was also sued, revealed some gossip: the chairman of the SEC wanted to be our company's advisor before taking office. Some analysts believe that the life and death moment of mainstream cryptocurrency platforms has arrived, and if the SEC loses the lawsuit, it will significantly undermine regulatory credibility.

SEC Chairman: Haven't seen such non-compliance in the currency circle in 40 years! Coinbase: Bring it on!

Wang Chuanfu pointed out that in the period of intensified competition, companies must have three abilities to win: core technology, precise strategic direction, and fast decision-making mechanism. He believes that BYD is in the best period in the company's history and is confident in gaining a higher market share in the next three to five years. He frankly stated that battery energy density is no longer customers' top priority, and safety and cost-effectiveness are the correct direction to compete.

BYD's Wang Chuanfu: The automotive industry has entered the elimination round, and the industry's window of opportunity is only 3-5 years.

GameStop received multiple bad news in its Q1 report: first, its revenue fell sharply YoY by over 10% to $1.24 billion, significantly below the market's expected $1.36 billion; second, the company fired current CEO Matthew Furlong and appointed board chairman and activist investor Ryan Cohen as executive chairman, effective immediately; and more strangely, the post-earnings conference call with investors was also cancelled. The company's stock price plummeted over 20% in early trading on Thursday.

Fire the CEO, cancel the conference call! Former "retail investors group stock" GME collapsed.

One year passes in a flash. EAST BUY, which has stepped into the spotlight of live-streaming sales, has changed its company name, increased the number of self-operated products, improved its product selection system, and even launched equity incentives... However, in the current situation of declining traffic and GMV, EAST BUY still needs more growth points.

Oriental Selection becomes popular in the past year.

比亚迪和特斯拉大部分汽车售价在 3 万至 6 万美元之间，而 Lucid 目前的汽车售价超过 10 万美元。

Lucid 进军中国市场，还会建厂？

游戏产业周期持续向上，估值仍处于较低分位数，未来业绩逐步兑现，叠加 AIGC 降本增效催化，有望延续较好发展态势。

腾讯、网易们更多新游开测，看好行业 EPS 攀升

According to media reports, Alphabet-C, Samsung Electronics, and Qualcomm are developing MR products. Alphabet-C is responsible for developing the MR operating system, while Samsung Electronics and Qualcomm are responsible for developing MR hardware and dedicated chips, respectively. It is expected that the product will be released as early as this year.

Apple and Android's new battlefield? Report: Samsung, Alphabet-C, and Qualcomm are developing MR devices that will be launched as early as this year.

Volvo really wants a hit product.

根据 DataTrek 的数据，基于 12 个月预期收益，大型科技公司的平均市盈率为 44.2 倍，能源类股的预期市盈率为 10 倍，而材料类股的预期市盈率为 15.8 倍。

科技股 “七巨头” 飙升！市值达标普 500 的 27.4%

存款降息后关注 LPR，加拿大央行将再加息，Druckenmiller 称会持有英伟达两三年或更久——宏观脱水 0608

Strengthening the support for car purchase incentives through activities: enhancing funding and venue support for activities, coordinating and promoting targeted policies and measures to support car consumption by local governments and enterprises, fully leveraging the role of local fiscal funds, and encouraging financial institutions to introduce automotive credit and financial support measures.

Strengthening support for car purchase incentives! Ministry of Commerce organizes car consumption promotion activities.

The table for the big AI model is set and various forces are placing their bets, from the academic faction to the &quot;big shot&quot; faction of entrepreneurs. Who will conquer the battlefield in this intense competition?

Domestic Top 5 AI Startups, Who is China's Open AI?

Petrochemicals, insurance, and real estate are leading the gains, with LOGAN GROUP, POWERLONG, and COUNTRY GARDEN up more than 10%. Semiconductors, automobiles, and pharmaceuticals are among the top decliners.

Hang Seng Index closed higher today, led by the petrochemical sector, while the real estate sector also saw gains. Trip.com rose over 5%.

携程涨 4.55%，小鹏、蔚来涨 3%，理想涨近 2%，特斯拉涨 0.8%，亚马逊涨 0.5%，哔哩哔哩涨 1.5%，百度涨 0.8%。

美股盘前 | 苹果大降 Vision Pro 销售目标，TikTok 寻求扩大全球电商业务，携程一季报远超预期

Recovered Lin Zhiying stands for XPENG-W

不是因为 Vision Pro，是华尔街对苹果进入 iPhone 15 周期持乐观态度！Wedbush 预计苹果 2024 财年年度服务收入有望增长两位数至接近 1000 亿美元，仅此就给出 1.4 万亿美元估值！

大行速睇 | 苹果 2025 年市值 4 万亿美元？！华尔街力推英伟达、腾讯、网易

【财华社讯】恒生银行公布，该行将是首批推出其人民币柜台的联交所上市发行人，以支持新的港币 - 人民币双柜台模式。由 2023 年 6 月 19 日起，该行的人民币柜台可供以人民币计价的股份进行交易及结算。

恒生银行人民币柜台供股份交易 6 月 19 日起生效

Bernstein 分析师 Mark Shmulik 将亚马逊股票的评级定为跑赢大盘，目标价为 140 美元。

亚马逊应该做 “减法”？分析师：这可能推高股价至 200 美元！

小盘股这波涨什么？大多数小盘股目前的盈利预期调整都比较积极正面，而且估值更低、股价更便宜，资管公司和对冲基金也在削减小盘股的看跌头寸！

6 月 5 天大涨 8%！美股小盘股开始逆袭科技股？！

一、事件：三星发布会 近期，三星电子向媒体发送了一份新闻稿，确认 Galaxy Unpacked 20...

苹果之后，三星新品发布会也将召开，这个产品依旧是核心

香港主板市场的总市值约合 30 万亿人民币，首批开通双柜台的股票合计流通市值约合 12 万亿人民币。

港股双柜台模式即将启航，能带来多少增量资金？

标普 500 指数期货抹去跌幅，基本持平。

周三，特斯拉、苹果 Call 占比超六成，亚马逊期权放大近两倍，英伟达执行价 400 美元的 call 成交最为活跃。Palantir 期权成交激增两倍多，Meta 看跌期权成交占比 56%。

美股期权 | Meta 看跌期权成交激增，福特、Palantir、Affirm 期权成交放大两三倍

June 8 (Reuters) - Foreign investors extended their net buying streak of Japanese equities for a ninth week, supported by positive global risk sentiment and a rally in domestic semiconductor-related stocks.

Japanese stocks draw foreign inflows for ninth week in a row

当地时间 6 月 8 日，OpenAI CEO 奥特曼在《经济时报》访谈中表示，别过度关注当前大模型的能力，“我不认为你们在最近几年拿起初代 iPhone 还会感到兴奋。

OpenAI CEO：别过度关注当前大模型能力

路透布鲁塞尔 6 月 8 日 - Meta Platforms 旗下的 Instagram、Alphabet 旗下的 YouTube、TikTok 以及推特可能面临监管行动，此前欧洲消费者组织 BEUC 向欧盟执委会和消费者主管机关投诉表示，这些在线平台涉嫌促进对加密资产的误导性推广。

涉嫌 “种草” 加密资产，IG、YouTube、TikTok 和推特或遭欧盟监管行动

五大理由！一手把控高性能 GPU 芯片市场的英伟达，AI 芯片需求似乎可以持续！乐观前景可能会转化为巨额利润，华尔街喊出 500 美元目标价！

“AI 淘金热中的领头羊”！英伟达为何还能再涨 30%？

June 8 (Reuters) - Meta Platforms Inc:
* META PLATFORMS - INTRODUCING WHATSAPP CHANNELS, A ONE-WAY BROADCAST TOOL FOR ADMINS TO SEND TEXT, PHOTOS, VIDEOS, STICKERS, & POLLS Further company coverage:

Meta Platforms Introduces WhatsApp Channels, A One-Way Broadcast Tool For Admins To Send Text, Photos, Videos, Stickers, & Polls

据韩国《每日经济新闻》报道，苹果已降低其新款混合现实（MR）设备 Vision Pro 的销售目标，降至 15 万台，这远远少于此前市场预测的 100 万台。

报道称苹果大幅削减 MR 头显 Vision Pro 销售目标至 15 万台

普华永道预计香港今年将有约 100 家企业在香港上市 (IPO)，与去年底预测相若，只是募资金额预测则由去年底估计的 1800-2000 亿港元，减至 1500-1700 亿港元，减幅达 15-17%。

普华永道：下调香港今年 IPO 募资预测至 1500-1700 亿港元

凯基亚洲投资策略部主管温杰认为，双柜台模式有助于香港成为国际金融中心，令人民币资金更加容易买卖指定股份。

凯基亚洲：双柜台模式有助于交易 但不会显著改善港股成交量

6 月 8 日消息，据大华银行研究报告显示，超过 6 成受访的香港企业对 2023 年展望乐观。

大华银行：超过 6 成香港企业对 2023 年展望乐观

亚马逊上一季度广告业务收入总计 96.5 亿美元，折合成年率接近 400 亿美元。至少在那个季度，它是亚马逊业务中增长最快的部分。

亚马逊将推广告版 Prime Video，强化增长最快的业务

据业界透露，三星电子、谷歌、高通正在开发新的 MR 设备，目标是最早在今年内推出。业内人士预计，MR 市场将成为苹果与安卓阵营的新战场。

三星电子、谷歌、高通正开发新的 MR 设备 最早今年推出

June 8 (Reuters) - Sweden’s Autoliv, (ALIVsdb.ST) will reduce its workforce by about 6,000 positions globally, or around 11%, the world’s largest maker of airbags and seatbelts said on Thursday.

Sweden's Autoliv to cut 6,000 jobs

在电动卡车制造商 Nikola 增加股票发行数量以筹集其所急需的资金的提议未能获得足够的支持后，该公司于周三宣布股东大会休会。

Nikola 暂停股东大会以争取更多股东支持增发股票

浦银国际重申中芯国际和华虹半导体的 “买入” 评级，目标价分别为 24.6 港元、34.1 港元。

估值具吸引力！机构：看好中芯国际、华虹半导体

马化腾的话听上去似乎颇有 “与世无争” 的姿态，但在背后，腾讯正低调而快速地追赶着生成式 AI 大模型的这波风口，不到一周连投了 MiniMax、深言科技和光年之外三家 AI 大模型创企。

一周连投三家！“不急于把半成品拿出来” 的腾讯，马不停蹄布局 AI

“这种炒作绝对引人注目”“它只是比软件多了一点东西”“我们不一定会追高”“不要情绪化，不要疯狂”“一个非常有趣的人类心理学实验”。

每个人都在谈 AI，这是华尔街最顶尖大佬们的看法

凯基投顾董事长暨总经理朱晏民表示，上调了今年恒指成份股的每股盈利至 2,085 元，按年增长约 12.5%，又把恒指年末的预测市盈率调升至 10.6 倍，故此上修恒指年末目标价至 22,100 点。

凯基亚洲：恒指年末目标 22,100 点  料中国经济全年增长逾 5.5%

转自：金十新媒体新 “恐慌指数” 总是在开盘下跌，说明交易员每天开盘时都很乐观？

暴风雨前的平静？华尔街老兵：市场对新 “恐慌指数” 有误解

恒生指数午后转涨，恒生科技指数跌幅收窄至 0.59%，碧桂园涨超 5%，龙湖集团涨超 4%，携程涨近 5%。

比亚迪 6 月 8 日召开 2022 年年度股东大会。对于当前行业的价格战，比亚迪董事长王传福表示，比亚迪的规模化优势、品牌优势、技术优势，将助力比亚迪在未来竞争中优于同行，比亚迪有信心在未来 3-5 年获得更高市场份额。

王传福：比亚迪有信心在未来 3-5 年获得更高市场份额

最新消息显示，特斯拉所有的 Model 3 都有资格获得了美国联邦政府提供的 7500 美元的消费者全额税收抵免，外界猜测特斯拉可能从澳大利亚或加拿大等白名单国家采购电池关键矿物原料，同时仍然使用宁德时代的电芯。

特斯拉 Model 3 仍使用宁德时代电池，双方可能在墨西哥建电池厂？

潘功胜强调，我国外汇市场将有条件保持较为平稳的运行状态，有信心、有条件、有能力维护外汇市场的稳定运行。2023 年以来，中国的信贷脉冲转正上行，显示信贷对经济的支持作用正在增强。

潘功胜：中国没有跟随美联储 “大放大收”，美元走强较难持续

科技股估值疯涨拉动美股，全球基金经理都在爆买。若将英伟达和微软作为本轮 AI 泡沫的计算指标，可以发现相比历史上的历次泡沫，本轮科技股上涨仅是泡沫初期，幅度完全不如比特币。

当科技股成为最拥挤的交易，美股又站到泡沫边缘？

过度悲观的预期或在 6 月初到 7 月底修复，担忧短期经济而引发的中国股市调整已到了尾声，现在应该乐观一点。地缘政治风险若迎来阶段性缓和，港股互联网有望迎来 short cover 驱动的反弹。

张忆东：就在夏季！港股有望迎来 “心动不如风动” 的反弹窗口期！

Michael Pettis 认为，美元主导地位的终结对全球经济来说是一件好事。但如果不改变全球贸易结构，就不可能发生这种情况。

如果美元霸权终结，会发生什么？

国家金融监督管理总局局长李云泽在陆家嘴论坛表示，目前中国金融业运行整体平稳，风险总体可控。我们完全有条件、有信心、有能力守牢不发生系统性金融风险底线。中国经济长期向好的基本面不会改变，作为全球经济增长逐步引擎的地位也不会改变。

李云泽：有条件、有信心、有能力守牢不发生系统性金融风险底线

谷歌将在绩效评估中考虑办公室出勤记录，并向经常缺勤的员工发送提醒。